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Kimberly DeProspero, CFP® Attends LPL Financial’s Women Advisors Leadership Forum

Posted by Financial Strategies Group in Continuing Education

  Kimberly DeProspero of Financial Strategies Group in Weston, Florida recently attended LPL Financial’s inaugural Women Advisors Leaders Forum, an invitation-only conference for top female advisors hosted by LPL Financial, a leading retail investment advisory firm and the nation’s largest independent broker/dealer*. DeProspero is supported…

Our Thoughts on the U.S. Elections

Posted by Hank Cleare in Economic Update

For the past 30 years, we have counselled clients during elections.   It has been our experience that some are fearful, while others are optimistic.   Like a friend and fellow financial advisor recently said, “The reality is that we are pretty much a 50/50…

Planes, Trains and Wills

Posted by Kimberly DeProspero in Financial Planning

Recently within a period of days, we received 4 or 5 phone calls from clients requesting updates to their beneficiaries, wills and trusts. Why?   The common thread was this: everyone had upcoming plans to travel overseas.   So why does flying over the Atlantic…

Tips For Smart, Safe Summer Travel

Posted by Financial Strategies Group in Health and Happiness

The Financial Strategies Group team has collectively had some great opportunities to travel both in the US and abroad. Over the years, we’ve learned how to be travel-savvy, protect ourselves from identity theft, and really enjoy our trips. Here are our top tips for smart,…

Peace of Mind Checklist

Posted by Financial Strategies Group in Financial Planning

If you’re like most of us, your life has been recorded through a series of important legal documents. When major life events occur it can be difficult to find critical items. Organizing those items properly is a very wise use of your time.   In…

5 Tips For NEXT Tax Season

Posted by Hank Cleare in Financial Planning

I know what you’re thinking; Hank, I need help now! Why are we talking about next year already?!   Most of you are focused on gathering and preparing to complete your 2015 tax return. If you feel like this year is more difficult than other years,…